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ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameALPHA NEUROLOGY, P.C. CASH BALANCE PLAN
Plan identification number 002

ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

ALPHA NEUROLOGY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALPHA NEUROLOGY, P.C.
Employer identification number (EIN):521720823
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about ALPHA NEUROLOGY, P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1991-02-07
Company Identification Number: 1507615
Legal Registered Office Address: 27 NEW DORP LANE
Richmond
STATEN ISLAND
United States of America (USA)
10306

More information about ALPHA NEUROLOGY, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01ALLAN PEREL2024-07-10
0022021-10-01ALLAN PEREL2023-07-17
0022020-10-01ALLAN PEREL2022-06-24
0022019-10-01ALLAN PEREL2021-06-17
0022018-10-01ALLAN PEREL2020-05-28
0022017-10-01ALLAN PEREL2019-07-01
0022016-10-01ALLAN PEREL2018-07-05
0022015-10-01ALLAN PEREL2017-06-30
0022014-10-01ALLAN PEREL2016-07-07
0022013-10-01ALLAN PEREL2015-07-07
0022012-10-01ALLAN PEREL2014-07-08

Plan Statistics for ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN

Measure Date Value
2023: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2023 401k membership
Market value of plan assets2023-09-301,910,315
Acturial value of plan assets2023-09-301,910,315
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-307
Fundng target for terminated vested participants2023-09-3057,584
Active participant vested funding target2023-09-302,228,634
Number of active participants2023-09-3021
Total funding liabilities for active participants2023-09-302,228,634
Total participant count2023-09-3028
Total funding target for all participants2023-09-302,286,218
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-3094,114
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-3099,149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-30230,043
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-30210,950
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30176,183
Net shortfall amortization installment of oustanding balance2023-09-30375,903
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-30210,921
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-300
Additional cash requirement2023-09-30210,921
Contributions allocatedtoward minimum required contributions for current year2023-09-30210,950
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-09-302,349,285
Acturial value of plan assets2022-09-302,349,285
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-3010
Fundng target for terminated vested participants2022-09-3051,267
Active participant vested funding target2022-09-301,961,150
Number of active participants2022-09-3025
Total funding liabilities for active participants2022-09-301,970,556
Total participant count2022-09-3035
Total funding target for all participants2022-09-302,021,823
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30100,000
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-3094,114
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30179,170
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-3094,114
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-09-302,296,484
Acturial value of plan assets2021-09-302,296,484
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-3023
Fundng target for terminated vested participants2021-09-3085,404
Active participant vested funding target2021-09-301,696,128
Number of active participants2021-09-3026
Total funding liabilities for active participants2021-09-301,697,380
Total participant count2021-09-3049
Total funding target for all participants2021-09-301,782,784
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-305,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-306,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30177,108
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-09-301,539,663
Acturial value of plan assets2020-09-301,539,663
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-3020
Fundng target for terminated vested participants2020-09-3067,049
Active participant vested funding target2020-09-301,510,186
Number of active participants2020-09-3022
Total funding liabilities for active participants2020-09-301,510,186
Total participant count2020-09-3042
Total funding target for all participants2020-09-301,577,235
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3017,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3018,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30205,835
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30189,474
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30176,888
Net shortfall amortization installment of oustanding balance2020-09-3037,572
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30183,703
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-30183,703
Contributions allocatedtoward minimum required contributions for current year2020-09-30189,474
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-09-301,287,243
Acturial value of plan assets2019-09-301,287,243
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-3015
Fundng target for terminated vested participants2019-09-3040,152
Active participant vested funding target2019-09-301,281,314
Number of active participants2019-09-3026
Total funding liabilities for active participants2019-09-301,283,662
Total participant count2019-09-3041
Total funding target for all participants2019-09-301,323,814
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3075,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3079,700
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30217,405
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30203,063
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30179,590
Net shortfall amortization installment of oustanding balance2019-09-3036,571
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30185,560
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-30185,560
Contributions allocatedtoward minimum required contributions for current year2019-09-30203,063
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-09-301,048,296
Acturial value of plan assets2018-09-301,048,296
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-309
Fundng target for terminated vested participants2018-09-3022,209
Active participant vested funding target2018-09-30981,708
Number of active participants2018-09-3035
Total funding liabilities for active participants2018-09-30983,432
Total participant count2018-09-3044
Total funding target for all participants2018-09-301,005,641
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3051,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3054,322
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30222,072
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30201,773
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30169,119
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30126,464
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-30126,464
Contributions allocatedtoward minimum required contributions for current year2018-09-30201,773
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: ALPHA NEUROLOGY, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-09-30813,638
Acturial value of plan assets2017-09-30813,638
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-308
Fundng target for terminated vested participants2017-09-3019,408
Active participant vested funding target2017-09-30747,149
Number of active participants2017-09-3031
Total funding liabilities for active participants2017-09-30749,184
Total participant count2017-09-3039
Total funding target for all participants2017-09-30768,592
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3016,435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3017,449
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30194,684
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30177,180
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30170,974
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30125,928
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-30125,928
Contributions allocatedtoward minimum required contributions for current year2017-09-30177,180
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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